南方财经记者朱治宣 广州报道 2025年，北京、上海、杭州、深圳等地的机器人企业接连引发社会关注，但广州具身智能企业却"鲜有声音"，头部企业更是寥寥。 "现在跑在前面的，未必能一直领先。"广州市政协经济委兼职副主任、中科科创CEO谢勇在接受南方财经记者采访时表示，目前大模型技术已触及天花板， AI要落地就必须与万千场景的结构深度适配，这正是广州具身智能的机会。 谢勇观察到，不少城市仍把资源集中在让机器人参加马拉松、跳舞等表演性质场景，但2026年，机器人产业已经来到了新的发展阶段，必须走出"舞台"进入 具体场景，真正赋能行业。 因此，谢勇在《提案》中建议，由广州市工信局牵头，系统地梳理国企及特色产业场景需求，形成动态更新的场景清单并明确合作模式。同时，选取3—5个 典型场景试点推广，仓储、巡检、实验辅助具身智能设备，设立专项补贴，按设备采购额15%—20%补贴采购方。此举旨在降低双方的合作门槛，加快场景 产生数据、数据迭代技术、技术再赋能产业。 优化知识产权服务，让创投融资升升温 作为中科科创CEO，谢勇长期关注战略性新兴产业与未来产业，他所在的创投机构对于具身智能领域重点关注三个方向。 一是能与需求方共创产 ...

Investment Rating - The report rates the robotics industry as "Overweight," indicating that the industry is expected to outperform the overall market [8]. Core Insights - The 2025 World Robot Conference, held in Beijing, showcased over 1,500 exhibits from more than 220 domestic and international robotics companies, marking a significant milestone in the industry's development over the past decade [4]. - The conference highlighted a notable increase in humanoid robot companies, with over 50 exhibitors, including major players like UTree and UBTECH, reflecting a growing focus on humanoid robotics [4]. - There was a significant rise in the number of exhibitors showcasing dexterous hands, indicating a diversification in product technology routes [4]. - The event emphasized practical applications and commercialization, with partnerships such as JD.com showcasing over 30 robots aimed at various consumer needs, including companionship and education [4]. Summary by Sections Event Overview - The World Robot Conference opened on August 8, 2025, with an exhibition area exceeding 50,000 square meters and over 100 new products launched [4]. Industry Development - The robotics industry has experienced rapid growth over the past ten years, with advancements in intelligence, application boundaries, and innovation [4]. Exhibition Highlights - The conference featured three main themes: "Industry Development," "Innovative Applications," and "Technological Integration," along with three exhibition halls focusing on innovation, application, and technology [4].

Group 1 - The 2025 World Robot Conference is being held in Beijing from August 8 to 12, featuring a theme of "Making Robots Smarter and Bodies More Intelligent" with various activities including forums and exhibitions [2] - The World Robot Expo will showcase over 1,500 exhibits from more than 200 domestic and international robot companies, with a focus on humanoid robots and innovative technologies [2][3] - The conference has seen significant growth over the past decade, with international support increasing from 12 to 26 organizations and participation from over 80 international guests [2] Group 2 - The E-Town Robot Consumption Festival, the world's first robot-themed consumption festival, is being held concurrently with the conference, featuring a 4S store for embodied intelligent robots and a themed restaurant [3] - The 4S store offers over 50 products across seven categories, targeting enterprise users, while the restaurant features service robots providing various food and drink options [3] - An online shopping section on JD.com will provide access to 680 robot products across 63 brands, enhancing consumer engagement through activities like a robot consumption festival passport [3]

Core Insights - The A-share technology sector shows divergence, with significant adjustments in cloud computing, data, and software sectors, while gaming and robotics on the application side perform well [1] - The 2025 World Robot Conference emphasizes innovation and industry chain collaboration, featuring over 220 domestic and international robot companies, with a record number of humanoid robot manufacturers [1] - China Galaxy Securities highlights that artificial intelligence is driving growth in the communication industry, particularly in hardware, and the computing power sector remains in a rapid development cycle [1] Group 1 - The AI ETF (515070) saw a notable increase, with stocks like Ecovacs Robotics rising over 8%, and other companies such as Zhongke Xingtu, Roborock, and 37 Interactive Entertainment also experiencing gains [1] - The World Robot Conference showcased over 1,500 exhibits, including humanoid robots, quadruped robots, rescue robots, inspection robots, collaborative robots, and over 100 new products launched [1] - The computing power sector is expected to continue its rapid growth, driven by competition for traffic entry points and a broad application market, with increasing demand for computing power as a foundational requirement [1] Group 2 - Related products include AI ETF (515070), the ChiNext AI ETF (159381), and the Huaxia CSI AI Theme ETF Connect A (008585) [2]